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Portfolio (Quarterly) Guide ↗

SCHRODER INVESTMENT MANAGEMENT GROUP

· CIK 0001086619
13F Portfolio $122.0B AUM 3,326 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 135 New 490 Added 473 Reduced 99 Exited
Page 19 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WPC WP CAREY INC Real Estate 620,885.0 $41.6M 0.03% -13K -2.1% $66.98 +11.2%
362 SSD SIMPSON MFG INC Industrials 247,270.0 $41.3M 0.03% +89K +56.5% $167.17 +13.4%
363 MET METLIFE INC Financial Services 603,810.0 $41.2M 0.03% -56K -8.4% $68.27 +22.0%
364 RDDT REDDIT INC Communication Services 331,478.0 $41.1M 0.03% +229K +224.2% $124.13 +16.5%
365 GGG GRACO INC Industrials 493,234.0 $40.9M 0.03% -31K -5.9% $82.94 -8.0%
366 H HYATT HOTELS CORP Consumer Cyclical 282,371.0 $40.6M 0.03% +47K +20.1% $143.79 +24.8%
367 WPM WHEATON PRECIOUS METALS CORP Basic Materials 327,480.0 $40.4M 0.03% NEW $123.50 +2.4%
368 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 202,202.0 $40.3M 0.03% +27K +15.2% $199.30 +28.2%
369 IFS INTERCORP FINL SVCS INC Financial Services 800,166.0 $40.2M 0.03% +50K +6.6% $50.20 +0.4%
370 CTRE CARETRUST REIT INC Real Estate 1,096,404.0 $39.8M 0.03% +219K +25.0% $36.26 +15.7%
371 LEIDOS HOLDINGS INC 257,582.0 $39.7M 0.03% -113K -30.5% $154.19
372 LFUS LITTELFUSE INC Technology 123,396.0 $39.5M 0.03% -48K -28.1% $320.31 +48.8%
373 MTD METTLER TOLEDO INTERNATIONAL Healthcare 31,306.0 $39.5M 0.03% -34K -52.4% $1261.20 -12.7%
374 VLO VALERO ENERGY CORP Energy 157,633.0 $39.5M 0.03% +67K +74.2% $250.27 -3.5%
375 EGO ELDORADO GOLD CORP NEW Basic Materials 1,216,008.0 $39.4M 0.03% +47K +4.0% $32.39 +0.2%
376 OKE ONEOK INC NEW Energy 420,463.0 $39.1M 0.03% +102K +32.2% $92.96 -2.7%
377 EQR EQUITY RESIDENTIAL Real Estate 662,744.0 $38.8M 0.03% -17K -2.5% $58.58 +12.9%
378 ATHM AUTOHOME INC Communication Services 2,232,118.0 $38.8M 0.03% +964K +76.0% $17.37 -5.1%
379 PETROLEO BRASILEIRO S A 2,038,721.0 $38.6M 0.03% +214K +11.7% $18.91
380 VALE S A 2,417,169.0 $38.5M 0.03% NEW $15.91
Page 19 of 59  ·  1,178 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.4%
Financial Services 12.3%
Communication Services 12.2%
Consumer Cyclical 10.9%
Industrials 8.7%
Healthcare 8.7%
Consumer Defensive 4.4%
Energy 3.7%
Basic Materials 3.1%
Utilities 2.4%